Entry to Mid Level Management

Overview

• Conduct virtual consultations with clients to understand their financial protection needs
• Provide customized life insurance solutions based on client goals
• Build and manage a personal pipeline of prospects
• Follow up with leads using CRM tools and automated systems
• Maintain consistent communication with clients and team members
• Participate in coaching, training, and leadership development sessions
• Optionally: mentor new agents as you advance into leadership roles
• Uphold ethical, client-first practices in all interactions

• Lead and train a team of new agents
• Run virtual team meetings or training sessions
• Coach new representatives on sales techniques and system best practices
• Help shape a culture of professionalism, growth, and service

• (No experience is required — training is provided.)
• Ability to obtain a state life insurance license (we provide guidance)
• Must be at least 18 years old
• Reliable internet connection for virtual meetings
• Strong work ethic and professional attitude
• Leadership interest or experience a strong plus
• Sales, customer service, or call experience helpful but not required

$60,000–$100,000+ potential in your first year

• LIFETIME RENEWALS (you get paid on the same policy every year!!)
• 25k life insurance policy
• Health insurance premium reimbursement upon hitting qualifications

• Coachable – Open to learning, training, and mentorship
• Self-motivated – Thrives in a remote environment and takes initiative
• Goal-oriented – Driven by personal and professional growth
• Empathetic communicators – Able to build trust and listen actively
• Organized – Able to manage appointments, follow-ups, and a growing client base
• Tech-comfortable – Can navigate Zoom, CRM tools, and digital applications